Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$7.62M ﹤0.01%
71,923
+2,443
1602
$7.61M ﹤0.01%
864,009
+1,492
1603
$7.58M ﹤0.01%
68,443
+48,653
1604
$7.56M ﹤0.01%
228,817
-306
1605
$7.56M ﹤0.01%
240,015
-3,241
1606
$7.55M ﹤0.01%
224,942
+18,402
1607
$7.54M ﹤0.01%
33,530
-1,229
1608
$7.53M ﹤0.01%
285,903
-33,976
1609
$7.53M ﹤0.01%
697,104
+107,511
1610
$7.52M ﹤0.01%
322,984
-364
1611
$7.5M ﹤0.01%
531,478
+21,058
1612
$7.49M ﹤0.01%
237,904
-81,782
1613
$7.49M ﹤0.01%
89,422
-12,488
1614
$7.46M ﹤0.01%
124,169
-180,436
1615
$7.46M ﹤0.01%
94,043
+7,771
1616
$7.46M ﹤0.01%
261,568
+52,259
1617
$7.45M ﹤0.01%
547,054
+53,838
1618
$7.44M ﹤0.01%
276,386
+115,074
1619
$7.43M ﹤0.01%
332,805
+143,356
1620
$7.43M ﹤0.01%
221,037
+33,108
1621
$7.43M ﹤0.01%
99,644
-6,641
1622
$7.41M ﹤0.01%
174,498
+57,816
1623
$7.41M ﹤0.01%
99,475
-4,700
1624
$7.4M ﹤0.01%
7,970
-153
1625
$7.36M ﹤0.01%
504,622
+225,024